Question 1

Who is this workshop series for?

Accepted Answer

This series is designed for business owners, founders, and successors who are beginning to think about succession—or who know they’ve delayed it too long. It’s also valuable for family business leaders, internal successors, and advisors supporting the transition.

Question 2

Do I need to attend all five sessions?

Accepted Answer

No. You can register for individual sessions based on your needs, but the full series is designed to walk you through a complete succession framework. Attending all five provides the greatest clarity and value.

Question 3

What’s included with the Full Series Pass?

Accepted Answer

•	Access to all 5 live sessions
	•	Complete set of printable or fillable workbooks
	•	Bonus dashboard to track your full succession plan
	•	Session recordings (in case you miss one)
	•	Bonus live or recorded Q&A session

Question 4

What if I can’t make one of the live sessions?

Accepted Answer

No problem. All sessions are recorded and sent to Full Series Pass holders. If you register for a single session and can’t attend, you’ll still receive the workbook but not the recording.

Question 5

Is this just for people selling their business?

Accepted Answer

Not at all. Whether you’re passing it to family, a key employee, or preparing for an eventual sale, succession applies. These workshops cover all transition paths.

Question 6

Will this be too advanced for me if I haven’t started succession planning yet?

Accepted Answer

No. The sessions are designed to meet you where you are—whether you’re just starting to think about the future or already exploring your exit.

Question 7

How interactive are the sessions?

Accepted Answer

Each 30-minute session includes quick exercises, reflection questions, and workbook activities. You won’t be forced to speak or share, but you’ll have the option to engage via chat or workbook.

Question 8

Can I register my leadership team or successor to attend with me?

Accepted Answer

Yes, we encourage team participation! They can register individually or watch alongside you. For group registrations, contact us for custom pricing.

Question 9

What’s the refund policy?

Accepted Answer

Because each session includes digital materials and recordings, we do not offer refunds. However, you may transfer your registration to someone else if needed.

Succession Strategy Series: Build to Last or Built to Leave?

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Succession Strategy Series: Build to Last or Built to Leave?

Follow this organizer to stay informed on future events

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